See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.11+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $47,492 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,366 | $45,343+26.5% | $150,298-61.8% | $67,986-15.6% |
| Participation rate | 48.3% | 51.9%-3.6pp | 77.8%-29.5pp | 57.2%-8.9pp |
| Annual return | 14.43% | 33.28%-18.8pp | 62.79%-48.4pp | 31.67%-17.2pp |
| Employer contribution / active EE | $1,316 | $1,462-10.0% | $4,154-68.3% | $2,019-34.8% |
| Participant deferral / active EE | $2,255 | $2,055+9.7% | $5,453-58.7% | $3,358-32.9% |
| Admin fee / account holder | $317 | $2,250-85.9% | $14,116-97.8% | $3,203-90.1% |